CAPTRUST Financial Advisors’s Tableau Software, Inc. DATA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-75
| Closed | -$12K | – | 2088 |
|
|
2019
Q2 | $12K | Sell |
75
-25
| -25% | -$4K | ﹤0.01% | 1460 |
|
|
2019
Q1 | $13K | Hold |
100
| – | – | ﹤0.01% | 1325 |
|
|
2018
Q4 | $12K | Hold |
100
| – | – | ﹤0.01% | 1188 |
|
|
2018
Q3 | $11K | Hold |
100
| – | – | ﹤0.01% | 1224 |
|
|
2018
Q2 | $10K | Hold |
100
| – | – | ﹤0.01% | 1184 |
|
|
2018
Q1 | $8K | Buy |
+100
| New | +$8K | ﹤0.01% | 1096 |
|